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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- VitalValue crest
- Established Date
- 03-30-2005
- Office Locations
- 4
Office Locations
About Mader & Shannon Wealth Management
Mader & Shannon Wealth Management is an independent, boutique, fiduciary wealth management firm based in Kansas City. The team provides financial planning, portfolio construction and asset management, including estate planning and insurance coordination. Investment approach spans active management, index funds, ETFs and fixed income. Operates across retail and institutional relationships and custodians include Charles Schwab and TD Ameritrade.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
BRET A. GUILLAUME
Chief Compliance Officer, President
- CRD
- #4704575
- Ownership
- 75% or more
Kyle Andrew Sanders
Portfolio Manager
- CRD
- #6560241
- Ownership
- 10% but less than 25%
Frontier momentum
Frontier bridge eagle
- CRD
- #29407
- Ownership
- 15.4%
Showing 2 of 3 owners & executives
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MICHAEL LYNN BATSELL
Financial Advisor
- CRD
- #1149539
DANIEL BRUCE KENNEDY
Vice President
- CRD
- #5786069
Momentum harbor
Signal atlas wave
- CRD
- #22013
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $269,447,301 | $312,222 |
| Non-Discretionary | $0 | -- |
| Total | $269,447,301 | $312,222 |
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Separately Managed Accounts
Total SMA Asset: $269,447,301
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,745,639,776 | 25.9% |
| Equity - Exchange | $1,631,061,103 | 24.2% |
| U.S. Government/Agency | $1,159,266,569 | 17.2% |
| Cash | $2,203,954,467 | 32.7% |
| Total | $6,739,921,915 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN FRONTIER SUMMIT | WAVE SUMMIT | I0IF98BCO | AOZUL | 3.51% | $101,031,121 |
| RADIAL DELTA UNISON | ELEMENT ALPHA | 4FU95KE4U | MZHQ | 8.04% | $32,238,171 |
| PRIME VITAL | FUSION RIDGE | K5AME9CU9 | MMEXE | 9.45% | $60,678,878 |
| ZENITH TIMBER | DELTA FRONTIER | OGD6Z3EW2 | FVE | 1.38% | $107,135,500 |
| ALPHA FUSION | BEACON CAPITAL | 046QJPTUA | WLKC | 10.63% | $46,311,469 |
| RADIAL CREST QUANTUM | BEACON OPTIMA | Q04IVTVTT | HOD | 1.34% | $92,318,945 |
| CATALYST RIDGE | ELEMENT HORIZON | JYJ9CMXWM | MJX | 11.55% | $88,997,495 |
| PRIME MERIDIAN | ZENITH DELTA | JTSX0AKIT | SESU | 12.26% | $52,480,593 |